Case Study: Knutson CPA, PLLC achieves streamlined, secure paperless workflows with SmartVault

Tremendous Growth Pushes Next-Generation Firm to Up the Technology Ante

Knutson CPA, PLLC, a tech-forward full-service accounting firm in Southlake, Texas (founded 2010, ~10 employees), faced an explosion of growth—particularly in bookkeeping, which now makes up a large portion of revenue—and needed a secure, easy-to-use way to manage the heavy document exchange that threatened workflow efficiency and their 24-hour responsiveness commitment.

The firm implemented SmartVault integrated with QuickBooks Online (including the SmartVault mobile app) to enable secure client portals, instant access to source documents, and real-time document exchange. The change eliminated paper and manual tasks, improved collaboration and business intelligence, saved roughly 15 minutes per client per month, sped tax workflow, reduced costs, and reinforced client trust and retention.

Knutson CPA, PLLC

Lindsay Polyak

Business Manager